Wealth Transfer Planning

You’ve worked hard to ensure a brighter future for your family. And we know that transferring a financial legacy requires careful planning. We assist families with the design and implementation of customized estate/gift tax and wealth planning solutions aimed at preserving and transitioning family wealth across generations. Whether it’s for your wife, future child, or even you great, great grandson, we help your legacy live on.

Philanthropic Planning and Charitable Giving

Everyone has goals and passion projects they commit their lives too – both time and money-wise. At Daszkal Bolton, our goal is make sure your charitable donations are used to change the world the way you see best fit. By integrating charitable giving with income, estate and gift tax planning, we assist private clients in accomplishing their philanthropic goals in a proper and tax efficient manner through a number of vehicles, including private foundations and trusts.

Family Office Services

Our family office offers an array of personal tax services, ranging from routine bill paying to structuring sophisticated estate plans. We complement the traditional benefits of a family office with the knowledge and resources of a full-service accounting firm. We act as a chief financial officer for a family and work closely with the family’s other professional advisors to develop, execute and integrate plans that accomplish its goals. Additionally, we bring together key members of the family and its other advisors to implement and integrate a financial, estate and cash flow plan. By providing a comprehensive solution, we provide high net worth families a solution to manage the complexities associated with wealth.